Export to SharePoint List Records
Eliminate issues of manual data entry and ensure the accuracy and accountability of your business data. Automatically transfer data to your SharePoint records with the Export to SharePoint List Records Bot.Try automation, it’s free!
What the Bot does
The Bot transfers data to the selected SharePoint record based on the ‘if-this-then-that’ conditions you’ve set.
When to use
Install and configure the Bot to automatically export specific data from your sales quotes or sales orders to the SharePoint record of your choice.
- Author airSlate Inc.
- Setup duration 5-10 min.
- Used in 83 Templates
- Used in 58 Workspaces
- Installed 382 times in the last 30 days
- 99% success rate
Get your automated workflows up and running in minutes with the Export to SharePoint List Records. No coding required.
Map fields in a document with data in your system of record
Configure Bot settings
First, connect to your SharePoint account. Once connected, pick the entity or table for your export. Select the document fields you’ll be using to pull data from and connect them to the relevant SharePoint records.
Note: To install and configure Bots, start by creating a workflow.
Add multiple conditions and tell the Bot to run when all or some of them are executed
Add conditions for when the Bot should run
Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., select document fields and tell the Bot to export the data when these fields have been filled out.
Get your data exported in seconds
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the data will be transferred to the selected SharePoint table or entity.
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